Browsing Tag
FinTech
119 posts
FinTech, short for Financial Technology, refers to the innovative use of technology to improve, automate, and deliver financial services. It encompasses solutions like digital payments, mobile banking, peer-to-peer lending, robo-advisors, blockchain, and insurtech. By leveraging software, data, and modern platforms, FinTech makes financial services more efficient, accessible, and customer-centric, transforming how individuals and businesses manage money.
401(k) Cashback Provider EvoShare Expands During COVID Crisis
EvoShare, a micro savings-oriented FinTech startup that allows for cashback rewards in 401(k)s, made two major announcements in…
May 4, 2020
Nationwide Moves to Permanent Work-From-Home Strategy
Nationwide took that step yesterday, announcing it will permanently transition to a hybrid work model that combines working…
April 30, 2020
Voya Launches HSA ‘Digital Assistant’ for Participants
Voya Financial is helping participants with the “where and how” of health savings account (HSA) investing by launching…
April 16, 2020
Recordkeeping Revolution: How Tech Can (And Will) Upend the 401k Space
“Recordkeeping is broken.” Why that is and what to do about it was the subject of a recent…
April 9, 2020
Vestwell Tackles ‘Traditional’ 401k Recordkeeping with Latest Tech Release
Digital 401k platform Vestwell says it’s taking a leap forward in the technology it provides, “resetting the bar”…
March 4, 2020
401(k) Cashback Rewards Introduced at Major 401(k) Advisory Firm
FinTech firm EvoShare, a company that provides 401(k) cashback rewards programs for credit and debit card purchases, recently…
February 26, 2020
What’s Right and Wrong with Financial Wellness, Fintech and 401(k)s
Scott Colangelo has strong opinions about the 401(k) and retirement plan industry—and thankfully doesn’t hold back. “I feel…
January 13, 2020
5 Reasons 401(k) Advisors Should Use Google Alerts
Have you done something newsworthy? Are your events garnering local media? Has your blog article gone viral? By…
December 3, 2019
How to Free Advisors to Do What They Do Best
Deane Mayerhofer, Strategic Retirement Partners' Chief Operating Officer, describes the firm's "secret sauce," and how advisors benefit.
November 29, 2019
Financial Firms Struggling with E-Communication Compliance
The financial advisors that actually use social media are struggling to stay compliant, as ongoing innovation in electronic…
November 23, 2019